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Learn about the 5 distinct profiles from The Challenger Sale Working in the sales industry will show you different types of people. There are a lot of personalities that make sales so successful. In The Challenger Sale by Matt Dixon and Brett Adamson the 5 most common sales personalities are explained and analyzed to find out which is the most…read more

Enable access to any field reps location on iOS or Android User Location allows profiles with the permission enabled to see geolocation time stamps of others in increments of 15 minutes.  This feature may be ideal to view a rep’s physical location in relation to the Leads they place on the map to verify the Leads created are authentic. It’s…read more

Set up the SalesRabbit and JobNimbus integration in 3 parts JobNimbus is a Customer Relationship Management tool ideal for home improvement and roofing companies. It tracks your jobs, contacts, and tasks in one simple cloud-based management software. The direct integration is a one-way lead sync from SalesRabbit to JobNimbus, but you may integrate the two systems to be a two-way…read more

5 Tips for succeeding in door to door sales Door-to-door sales is a demanding profession, but it’s also extremely rewarding when done well. A lot of sales and canvassing mastery comes from practice and experience, but these 10 tips will give you a strong foundation. #1 Establish (And Constantly Improve) a Sales Process No matter your industry/segment/area, every company has…read more

Get answers to the 3 most asked SalesRabbit questions now Have you had a question about our apps or features that you can’t solve on your own? Our Customer Success team does a great job or finding out the problem for you but what if you didn’t have to make the hassle of a phone call? Well we have a…read more

Learn how to set up RepCard and SalesRabbit’s integration RepCard allows you to have your business card and ID badge with you 100% of the time. In addition to SalesRabbit, Repcard’s innovative features, including digital business cards and automated follow up, will light you up and take you to the next level. Integration Overview Pass your lead information, that you…read more

6 Steps to Viewing Leaderboards Our leaderboards feature is embedded in the iOS mobile app. Features like this allow you and your sales reps to track individual sales growth and goals in an effective way. This article walks you through the 6 steps for iOS users to easily access this feature.   Overview  1) Click “More” within the lower legend.  …read more

Download and view SalesRabbit app materials for iOS and Android When you first log into the app or if you have added materials from the last time you updated it will prompt you to update your Sales Materials. If you choose “Update” it will start downloading them immediately. If you choose “Later” then you have to download them manually. See…read more

12 Characteristics that will make you a more successful sales rep There are a lot of characteristics that make a salesperson successful, but there are some virtues that help boost a reps ability to become a top contender in the industry. While these 12 characteristics are not the only personality traits a salesperson needs, they are 12 of the most…read more

Improve your teams communication going into 2021 This article details how to create and send messages in the SalesRabbit iOS and Android app. Messages can allow you to contact and coordinate with your others in your organization. The permissions set for a given role determine what users will show in messaging.     iOS Messaging Set-Up Step 1. Navigate to…read more

Use the Lasso tool to edit multiple sales leads With our Lasso tool you can assign a group of leads to a specific rep, set lead status for multiple leads and delete multiple leads at once. Here we show you how to access the lasso tool on iOS and Android. iOS Set-Up To Lasso an Area, click “SalesHub” within the…read more

6 Steps to Importing Sales Lead Data This article will go over how to import a .CSV file as Leads. Please note, the ability to access, and delete, from the import list is only available to those that have the “Data Import” permission enabled. Check out these 6 easy steps to importing sales lead data now to improve your overall…read more

Create and Upload Map Overlays The SalesRabbit “Map Overlays” enable you to display mapping information both on the Web App (app.salesrabbit.com) and in your iOS or Android apps. This data can be displayed in whatever way it is stored in your KML or KMZ files (e.g. Specific data points, lines, heat mapping, or colored territory). Map Overlays Setup To get…read more

An overview on setting up SecurityTrax Integration If you’re interested in learning more about our integration with SecurityTrax and how you can use it to improve your sales process, keep reading. SecurityTrax Overview SecurityTrax is a Customer Relationship Management cloud-based platform that allows businesses to conveniently manage relationships with current and potential customers. Through SalesRabbit, they can easily track leads,…read more

D2DCon is here to bring you motivation in 2021 Door-to-Door Con is here to kick off the new year. They have packed a formidable squad of globally coveted speakers. These brilliant minds will feed you with powerful insights on business leadership, strategy development, team building, and lots more.  Check out this year’s incredible line up:  David Goggins It’s hard not…read more

How 1099 subcontractors and W2 employees can use SalesRabbit Most business owners know that there are different tax statuses for their employees. W2 employees and independent 1099 subcontractors have different requirements and limits that their employer can impose. Although 1099 subcontractors are more independent and don’t follow the same rules as W2 employees, we want to show you how SalesRabbit…read more

We love sales, but that’s not all we love Here’s what we’ve been stoked on, hyped for, and talking about. Call of Duty: Cold War The iconic Black Ops series is back with Call of Duty: Black Ops Cold War. This new multiplayer game drops players into the depths of the Cold War’s volatile geopolitical battle of the early 1980s….read more